CPE Day

CPE DAY: OCTOBER 28, 2021

Differentiate yourself and be a hero to your best clients.

Join us virtually -or- in-person
for CPE Day at The Columbian Hall, West Bend, WI
Tickets: $25 In Person | $15 Virtual

KEY TAKEAWAYS:

  • GENERATE CONSULTING FEES by implementing tax-free Roth conversion strategies
  • Gain knowledge to help ATTRACT MORE SOPHISTICATED CLIENTS
  • GROW YOUR PRACTICE by implementing the unique strategies you will learn

PROGRAM OVERVIEW:

Thursday, October 28, 2021

  • 8:00 AM – 8:30 AM ~ Registration
  • 8:30 AM – 5:00 PM ~ 8 Hrs CE, Lunch provided for In Person attendees
    • Leveraging Tax Incentives while Mitigating Business Risk
    • Tax Strategies of Energy Partnerships
    • Missed Opportunities with Individuals
    • Key Employee Benefits
    • How Employers Save $5,984/year in Taxes
    • Business Succession Planning Do’s & Dont’s
    • Real Estate Investing Strategies
    • Which Tax Bill Would You Rather Pay?
    • Opportunities with Opportunity Zones
    • Tax Hedging with Home Equity
    • Q&A Panel
  • 5:00 PM – 6:00 PM ~ Networking and Happy Hour

LOCATION:
Virtual -OR- In Person

Virtual: $15
Join from anywhere!
Register for your personal link.

In Person: $25
The Columbian Hall
3245 Lighthouse Ln,
West Bend, WI 53090

SIGN UP TODAY:

This event is exclusively for tax professionals and not open to the public. By registering for this event, you are confirming you are a tax professional.